Position in KO
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$227,555
+$14,616 QoQ
Shares Held
2,800
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
#3,219
of 3,607 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 87%
Shared 0%
None 13%
Common Shares in KO Over Time
Shares Held
Position Value (USD)
Position in Beverages - Non-Alcoholic
Consumer Defensive · as of Jun 30, 2026Aspect Partners, LLC holds $306,851 across 5 Beverages - Non-Alcoholic names. KO ranks #1 (74.2% of the industry book) .
All Filings in KO
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $227,555 | 2,800 | Shares | Other | 2026-07-16 | |
| 2026-03-31 | $212,939 | 2,800 | Shares | Other | 2026-04-02 | |
| 2025-12-31 | $195,677 | 2,799 | Shares | Other | 2026-01-23 | |
| 2025-09-30 | $342,144 | 5,159 | Shares | Other | 2025-11-06 | |
| 2025-06-30 | $377,380 | 5,334 | Shares | Other | 2025-08-06 | |
| 2025-03-31 | $369,774 | 5,163 | Shares | Other | 2025-04-24 | |
| 2024-12-31 | $321,759 | 5,168 | Shares | Other | 2025-02-03 | |
| 2024-09-30 | $375,108 | 5,220 | Shares | Other | 2024-10-15 | |
| 2024-06-30 | $329,197 | 5,172 | Shares | Other | 2024-07-15 | |
| 2024-03-31 | $316,422 | 5,172 | Shares | Other | 2024-05-17 | |
| 2023-12-31 | $304,785 | 5,172 | Shares | Other | 2024-02-16 | |
| No filing history on record for this holder in this stock. | ||||||